Susan M. Walla,  CFP<sup>&reg;</sup> - Financial Advisor

Susan M. Walla, CFP®

EA, ATA

Owner

925 Harvest Dr, Ste 170
Blue Bell, PA 19422
(215) 540-0966

General

Susan Walla is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Blue Bell, PA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - EA

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Business Taxes, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Long-term Care, Personal Taxes

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Helpful Financial Planning Resources